TD Cowen Lowers American Airlines Group (NASDAQ:AAL) Price Target to $17.00

American Airlines Group (NASDAQ:AAL) had its price objective lowered by stock analysts at TD Cowen from $19.00 to $17.00 in a research note issued on Friday, Marketbeat.com reports. The brokerage currently has a “buy” rating on the airline’s stock. TD Cowen’s price objective points to a potential upside of 25.83% from the stock’s previous close.

AAL has been the subject of several other research reports. UBS Group raised their target price on American Airlines Group from $20.00 to $21.00 and gave the stock a “buy” rating in a research note on Tuesday, January 6th. Bank of America raised their price objective on American Airlines Group from $15.00 to $17.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 6th. BMO Capital Markets reaffirmed a “market perform” rating and issued a $17.00 target price on shares of American Airlines Group in a research report on Wednesday. JPMorgan Chase & Co. lifted their price target on shares of American Airlines Group from $20.00 to $22.00 and gave the company an “overweight” rating in a research report on Wednesday. Finally, Barclays upped their price objective on shares of American Airlines Group from $12.00 to $16.00 and gave the stock an “equal weight” rating in a report on Monday, January 12th. Eight research analysts have rated the stock with a Buy rating, seven have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, American Airlines Group has a consensus rating of “Hold” and an average target price of $17.63.

American Airlines Group Trading Up 0.5%

Shares of AAL stock opened at $13.51 on Friday. American Airlines Group has a twelve month low of $8.50 and a twelve month high of $17.40. The company’s 50-day moving average price is $14.97 and its 200-day moving average price is $13.31. The stock has a market cap of $8.92 billion, a price-to-earnings ratio of 79.47, a PEG ratio of 0.45 and a beta of 1.23.

American Airlines Group (NASDAQ:AAL) last posted its earnings results on Tuesday, January 27th. The airline reported $0.16 earnings per share for the quarter, missing the consensus estimate of $0.38 by ($0.22). The firm had revenue of $14 billion during the quarter, compared to analyst estimates of $14.12 billion. American Airlines Group had a net margin of 0.20% and a negative return on equity of 5.90%. The business’s revenue for the quarter was up 2.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.86 earnings per share. American Airlines Group has set its Q1 2026 guidance at -0.500–0.100 EPS and its FY 2026 guidance at 1.700-2.700 EPS. As a group, equities research analysts predict that American Airlines Group will post 2.42 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Two Sigma Investments LP increased its holdings in American Airlines Group by 49.1% during the 3rd quarter. Two Sigma Investments LP now owns 13,670,800 shares of the airline’s stock worth $153,660,000 after purchasing an additional 4,500,897 shares during the period. U S Global Investors Inc. increased its stake in shares of American Airlines Group by 7.5% during the second quarter. U S Global Investors Inc. now owns 7,718,224 shares of the airline’s stock worth $86,598,000 after buying an additional 536,978 shares during the period. Dimensional Fund Advisors LP raised its holdings in American Airlines Group by 4.9% in the third quarter. Dimensional Fund Advisors LP now owns 6,709,023 shares of the airline’s stock valued at $75,414,000 after acquiring an additional 316,143 shares in the last quarter. Marshall Wace LLP lifted its stake in American Airlines Group by 319.4% in the second quarter. Marshall Wace LLP now owns 5,019,492 shares of the airline’s stock worth $56,319,000 after acquiring an additional 3,822,757 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in American Airlines Group by 8.6% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,779,849 shares of the airline’s stock worth $42,410,000 after acquiring an additional 299,219 shares in the last quarter. 52.44% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting American Airlines Group

Here are the key news stories impacting American Airlines Group this week:

• Positive Sentiment: American plans to resume nonstop U.S.–Venezuela flights, becoming the first U.S. carrier to return to that market if it secures government approval; this could drive incremental international revenue and network differentiation. Article Title Article Title
• Positive Sentiment: JPMorgan raised its price target to $22 and moved to an “overweight” rating — a meaningful bull signal that can attract fund flows and supports the rally backdrop. Article Title
• Neutral Sentiment: Zacks published a piece framing AAL as a value name based on style scores; this is descriptive of valuation but does not change near-term fundamentals. Article Title
• Neutral Sentiment: Reported short?interest data in late January is inconsistent/zeroed in the feed and provides no clear directional signal to investors at present.
• Negative Sentiment: Q4 results missed expectations (EPS miss, revenue slightly below consensus) and management set FY2026 EPS guidance of $1.70–$2.70 with cautious Q1 outlook; misses and conservative near?term guidance pressure valuation and investor confidence. Article Title
• Negative Sentiment: Winter Storm Fern caused major operational disruption (stranded crew, back-to-normal costs, double-pay for some attendants) and management says recovery shows lingering operational risk and higher near?term costs. Article Title Article Title
• Negative Sentiment: Analyst criticism: Seeking Alpha reiterated a “strong-sell” thesis citing thin margins, rising costs and reliance on flawless execution to hit aggressive 2026 targets — keeps downside narrative alive for risk?averse investors. Article Title
• Negative Sentiment: Market reaction to the profit decline (shares have recently dropped after the earnings miss) underscores sensitivity to margin pressure and operational shocks. Article Title

American Airlines Group Company Profile

American Airlines Group Inc is a leading global airline holding company headquartered in Fort Worth, Texas. Formed in December 2013 through the merger of AMR Corporation (parent of American Airlines) and US Airways Group, the company operates one of the world’s largest passenger and cargo networks. Its subsidiaries include American Airlines, which provides mainline service, and American Eagle, a network of regional carriers operating short- and medium-haul routes on behalf of the mainline carrier.

The company offers scheduled air transportation for passengers and cargo to more than 350 destinations in over 50 countries.